Example: Search By Project Organization and Employee

This example illustrates how to create and save a search that generates a list of all active projects that belong to a specific organization and are assigned to a particular employee.

For this example, we will perform a project search for all active projects in the Boston Architecture or Boston Engineering organization with a principal of Jack Snow. We only want those projects with this organization and principal on the top level and will not search the phase or task level.

Step	Procedure	Related Information
Access the Search Dialog
1	Create a new search in the Projects hub.	Create a New Search
Enter the Search Criteria
	All new searches default to display the Status = Active criteria as the first condition. You can delete this condition if it is not applicable to your search.
2	Click the Add Field button to add a new condition (row) to the Search Criteria grid.	Add a Field to a Search
3	In the shaded portion of the Search Criteria grid, use the Select a Field column select Organizations.
4	Because projects may have multiple levels, you must select the level on which you want to search. Leave the default option of project level on.
5	In the Operator field, select =. The operators that display are based on the type of field selected. For example, the operators for an address field are different from those that display for a date field.
6	In the Add Value field, select the name of the organization. In this case, it is Boston Architecture. You can also start typing the name in the field and the drop-down list will populate with all matching values.
7	Click the Add Value field again and repeat steps 3 through 6, selecting Boston Engineering as the organization. You can also start typing the name in the field and the drop-down list will populate with all matching values. Both Boston Architecture and Boston Engineering are listed as organizations that are part of the larger Boston organization. These search criteria are automatically joined by an implied OR.
8	Click the Add Field button to add a new condition (row) to the Search Criteria grid.	Add a Field to a Search
9	In the shaded portion of the Search Criteria grid, use the Select a Field column select Principal in Charge.
10	In the Operator field, select =.
11	In the Add Value field, select an employee name. In this case, Jack Snow.
Preview Search Results
12	If you do not see a list of matching results, click Show Preview to display the search results. The Search Results Grid displays a list of all records matching your search criteria. These records also display when you use the Select Searches List on the main form for a hub record or in the Records or Saved Searches list on the Reports tab or form for a specific report.	Preview the Search Results
13	Click at the top right of the Search Results grid to expand the grid to full screen, allowing you to more easily view long lists of search results.	Maximize the Search Results Preview
14	Click at the top right of the Search Results grid to filter the search results based on the values you select in one or more columns.	Filter Search Records
15	Some searches have a link to show the number of results. The Show # of Results field displays the total record count for the Search Results grid. This number is dynamic based on the criteria in the search.	Preview the Search Results
16	Click Apply All to select all records in the search or use the check boxes to select a few and then click Apply Selected (#).	Refine the Search Results
Save the Search
17	On the Actions bar, click Save. On the Save Options dialog box, choose either Save to update an existing search, or Save As to save a new search.	Save a Search
18	To allow other users access to this search, click in the Save For field. Depending on your security rights, you can save for everyone (all security roles), your role, or specific security roles. If you do not have security rights to save for others, you can only save searches for yourself.
19	To add the search to one of the folder directories in the Select Searches list, click in the Add This Search To field. The Folder Options dialog box opens. You can either select an existing folder directory from the list or click +New Folder to create a new folder directory for the search.
20	Click Save to save the search and close the Save Options dialog box. Vantagepoint adds the search to the designated folder in the Select Searches list.
Execute a Search
21	Click Apply to execute the search, close the search dialog box, and return to the main form of the application. Vantagepoint displays the search records in the Find field.